Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Topics
Animal Testing
Artificial Intelligence
Bankruptcy
Bonds
Brexit
Cannabis
Climate Change
Credit Cards
Data Breach
Death
Derivatives
Earnings
Economy
Electric Vehicles
Emissions
Energy
Firearms
Fraud
Government
Hacking
Immigration
Initial Public Offering
Intellectual Property
Law Enforcement
Lawsuit
LGBTQ
Malware
Police Brutality
Product Recall
Regulatory Compliance
Religion
Retirement
Social Justice
Stocks
Supply Chain
Whistleblower
Workforce
World Trade
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
2 S&P 500 Stocks Worth Investigating and 1 We Avoid
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
COIN
LII
TMO
Exposures
US Equities
3 Financials Stocks We’re Skeptical Of
December 23, 2025
Via
StockStory
Topics
Bonds
Stocks
Tickers
ICE
MKTX
SNEX
Exposures
Debt Markets
US Equities
3 Reasons ODFL is Risky and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
ODFL
Exposures
US Equities
2 Reasons to Like VRRM (and 1 Not So Much)
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
VRRM
Exposures
US Equities
3 Reasons AIT is Risky and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
AIT
Exposures
US Equities
3 Reasons to Sell FLYW and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
FLYW
Exposures
US Equities
Monolithic Power Systems (MPWR): 3 Reasons We Love This Stock
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
MPWR
Exposures
US Equities
3 Reasons to Avoid DOCU and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
DOCU
Exposures
US Equities
3 Big Reasons to Love McKesson (MCK)
December 23, 2025
Via
StockStory
Topics
Stocks
Supply Chain
Tickers
MCK
Exposures
Supply Chain
US Equities
Palantir Technologies (PLTR): 3 Reasons We Love This Stock
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
PLTR
Exposures
US Equities
2 Reasons to Like WMS and 1 to Stay Skeptical
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
WMS
Exposures
US Equities
3 Reasons to Avoid TXT and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
TXT
Exposures
US Equities
3 Reasons OTIS is Risky and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
OTIS
Exposures
US Equities
3 Reasons NET Has Explosive Upside Potential
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
NET
Exposures
US Equities
Floor And Decor (FND): Buy, Sell, or Hold Post Q3 Earnings?
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
FND
Exposures
US Equities
3 Reasons to Sell ZWS and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
ZWS
Exposures
US Equities
3 Reasons to Avoid KNX and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
KNX
Exposures
US Equities
3 Reasons MZTI is Risky and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
MZTI
Exposures
US Equities
3 Reasons We’re Fans of Natera (NTRA)
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
NTRA
Exposures
US Equities
3 Reasons to Avoid TRMB and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
TRMB
Exposures
US Equities
Farmer Mac (AGM): Buy, Sell, or Hold Post Q3 Earnings?
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
AGM
Exposures
US Equities
3 Big Reasons to Love Construction Partners (ROAD)
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
ROAD
Exposures
US Equities
3 Reasons to Sell ABCB and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
ABCB
Exposures
US Equities
3 Reasons to Sell UBSI and 1 Stock to Buy Instead
December 23, 2025
Via
StockStory
Topics
Credit Cards
Stocks
Tickers
UBSI
Exposures
Interest Rates
US Equities
3 Reasons We Love The Bancorp (TBBK)
December 23, 2025
Via
StockStory
Topics
Stocks
Tickers
TBBK
Exposures
US Equities
Stock Market Today, Dec. 23: Plug Power's Namibia Launch Fails to Lift Investor Sentiment
↗
December 23, 2025
Via
The Motley Fool
Topics
Stocks
Tickers
BE
PLUG
Exposures
US Equities
UiPath Stock Is Rising After The Bell: Here's Why
↗
December 23, 2025
Via
Benzinga
Topics
Stocks
Tickers
PATH
Exposures
US Equities
Stock Market Today, Dec. 23: Sable Offshore Surges After Regulators Approve California Pipeline Restart
↗
December 23, 2025
Via
The Motley Fool
Topics
Stocks
Tickers
SOC
Exposures
US Equities
Stock Market Today, Dec. 23: Ambev Starts to Recover After Losing 4% This Month,
↗
December 23, 2025
Via
The Motley Fool
Topics
Regulatory Compliance
Stocks
Tickers
ABEV
TAP
Exposures
Legal
Regulatory
US Equities
Stock Market Today, Dec. 23: U.S. Stocks Hold Near Records on Narrow Tech-Led Gains
↗
December 23, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Stocks
Tickers
NOW
NVO
Exposures
Artificial Intelligence
Interest Rates
Product Safety
< Previous
1
2
3
4
5
6
7
8
9
...
99
100
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.